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Thornburg Investment Management CEO Jason Brady in The Guardian
November 30, 2021 - Omicron: entry bans spread as China pledges 1bn jabs for Africa Hong Kong and Ecuador join ranks of countries imposing new restrictions, cases rise in Australia and Canada, but stock markets bounce back More countries have imposed travel restrictions on... [Continue Reading]
Thornburg Investment Management CEO Jason Brady in The Bond Buyer
November 30, 2021 - Munis steady after volatile UST swings Municipals were little changed Monday while U.S. Treasuries pared back some of Friday’s gains and equities rebounded as markets generally calmed after initial Omicron fears were digested. Economists don’t appear to be too concerned... [Continue Reading]
Partner in ETF Managers Groups’ Etho Climate Leadership US ETF ETHO Ian Monroe in Pensions & Investments
November 29, 2021 - ESG ETFs continue gains, with more focus on climate risk As investors marched into exchange-traded funds focused on ESG factors last year, their path was well-worn. Like prior surges into equity and bond index products, assets flowed to the cheapest,... [Continue Reading]
Mahoney Asset Management CEO Ken Mahoney in Reuters
November 24, 2021 - Wall Street slides as retail, tech stocks weigh Nordstrom, Gap earnings bode poorly for retail sector High Treasury yields hurt tech stocks Indexes off: Dow 0.29%, S&P 0.25%, Nasdaq 0.32% Nov 24 (Reuters) – Wall Street indexes fell on Wednesday... [Continue Reading]
TortoiseEcofin Senior Portfolio Manager Rob Thummel in CNN Business
November 24, 2021 - Why Biden’s bid to lower gas prices is more of a Band-Aid than a game changer New York (CNN Business)For months, OPEC and its allies refused pleas from Washington and other world capitals to pump more oil. Now, a US-led coalition of consuming nations is... [Continue Reading]
TortoiseEcofin Senior Portfolio Manager Rob Thummel in Bloomberg News
November 23, 2021 - Oil Advances With Global SPR Release Smaller Than Expected Oil climbed by the most in two weeks as a landmark plan from consumer countries to tap their strategic oil reserves was less severe than markets expected. Futures in New York... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer in Benzinga
November 23, 2021 - Experts React To Fed Chair Powell’s Renomination: ‘Sound, Tested, Respected And Familiar’ President Joe Biden announced Monday he will be renominating Federal Reserve Chairman Jerome Powell for a second term as Fed chair and will nominate Fed Governor Lael Brainard as vice chairman.... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer in The Bond Buyer
November 23, 2021 - Munis outperform big UST sell off post-Powell announcement Municipals were lightly traded and outperformed a large sell-off in U.S. Treasuries while equities were mixed following President Biden’s decision to renominate Jerome Powell as Federal Reserve Chairman. Since Powell is seen... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer in MarketWatch
November 22, 2021 - Dow climbs 200 points, while Nasdaq retreats from record, as Thanksgiving trading kicks off Biden nominates Powell to second term as Fed chairman U.S. stock benchmarks were mostly higher Monday afternoon as investors kicked off a holiday-shortened week, though the... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer in MarketWatch
November 22, 2021 - Here’s what Powell’s nomination for 2nd term as Fed chairman means for markets Investors buoyed by ‘continuity’ as rival Brainard gets No. 2 spot, analysts say Stock-market investors appeared to be cheering President Joe Biden’s decision Monday to nominate Jerome... [Continue Reading]
Thornburg Investment Management Portfolio Manager Charlie Wilson in Barron’s
November 22, 2021 - It May Be Time to Buy China’s Bonds. How to Do It Carefully. Failure to communicate is standard procedure for official China. That’s making the contagion from property developer China Evergrande Group ’s travails worse than necessary. The China-heavy KraneShares Asia Pacific High Yield... [Continue Reading]
Thornburg Investment Management Co-Head of Investments Jeff Klingelhofer on Yahoo Finance
November 19, 2021 - Market Recap: Thursday, November 18 Watch Jeff here. ... [Continue Reading]
Ecofin Portfolio Manager Michel Sznajer in Chief Investment Officer Magazine
November 18, 2021 - What’s Both Cool and Hot? Wind and Solar Power Investments, Allocators Say Seeing lush future profits, institutions are diligently investing in these two renewable energy sources. Scores of windmills stretching out to sea and across the plains. Vast columns of... [Continue Reading]
Thornburg Investment Management Director of ESG Investing and Global Investment Stewardship Jake Walko in The Wall Street Journal
November 17, 2021 - Environment and Climate-Focused Funds Dominate ESG Investing Funds concentrating on the ‘social’ and ‘governance’ parts trail far behind in terms of drawing investors’ money this year For funds focused on ESG (environmental, social and governance) principles, the “E” remains king... [Continue Reading]
Laffer Tengler Investments Chief Investment Officer Nancy Tengler in U.S. News & World Report
November 16, 2021 - 7 Best Semiconductor Stocks to Buy Now A global semiconductor shortage is benefiting chipmakers. It’s not just the makers of laptops and other consumer electronics that have been facing headwinds from the global semiconductor shortage. Automobile manufacturers have also been a... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in MarketWatch
November 16, 2021 - What trades more in a day than most Dow stocks? It’s a big junk-bond ETF ‘You’ve got this honey pot of liquidity drawing in the big bears,’ said one investor of junk-bond ETFs So much for the sleepy bond market.... [Continue Reading]
GenTrust Chief Investment Officer Jim Besaw in The Wall Street Journal
November 15, 2021 - Dow Industrials Edge Lower To Start The Week Dollar Tree surges after report of activist investor; global oil market benchmark falls U.S. stocks slipped to start the week, with investors parsing how companies might withstand inflation pressures. The indexes edged higher... [Continue Reading]
Thornburg Investment Management CEO Jason Brady in FundFire
November 15, 2021 - Blue Jeans Here to Stay as Managers Relax Office Dress Codes Asset management employees returning to the office may get more leeway with their attire as firms seek to offer more flexibility and shift staff back into the office. (Behind... [Continue Reading]
EquityZen Co-Founder and Chief Revenue Officer Phil Haslett on Yahoo Finance
November 15, 2021 - Inflation, consumer trends could ‘slow down the IPO window’: EquityZen Co-Founder Watch Phil here.... [Continue Reading]
TortoiseEcofin Portfolio Manager Matt Sallee in Bloomberg News
November 12, 2021 - Biden Faces Pleas for Oil Export Ban That Would Upend Markets President Joe Biden faces growing pressure even from fellow Democrats to address rising gasoline prices with measures such as a ban on oil exports, a move that could upend... [Continue Reading]
Thornburg Investment Management Portfolio Manager Lon Erickson in Business Insider
November 10, 2021 - Dow falls 240 points after CPI data shows inflation is running at a 30-year high US stocks saw their worst drop for the month Wednesday after hotter than expected inflation data showed that prices are rising at the fastest rate... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in The Bond Buyer
November 10, 2021 - Munis ignore large UST sell-off; Muni funds see $657M inflow Municipals faced some pressure on bonds inside 10 years but ignored a large sell-off in the U.S. Treasury market after a higher consumer price index spooked investors on greater inflation... [Continue Reading]
Ecofin Senior Portfolio Manager Matt Breidert in Reuters
November 10, 2021 - GE energy spinoff aims to capture interest in renewables Nov 9 (Reuters) – General Electric Co’s (GE.N) plan to spin off energy units into a standalone company could attract investors looking for a well-known name in renewables if they can overlook legacy... [Continue Reading]
Thornburg Investment Management CEO Jason Brady in FundFire
November 10, 2021 - In-Person Meetings Back on the Calendar for Most Industry Pros Many asset management industry professionals are gradually resuming in-person meetings with select clients and external partners 20 months after the Covid-19 pandemic ushered in an era of virtual interactions. (Behind... [Continue Reading]
GenTrust Investment Professional Mimi Duff on CNBC ‘Closing Bell’
November 09, 2021 - GenTrust’s Mimi Duff says she sees inflation being more sticky Mimi Duff from GenTrust joins ‘Closing Bell’ to give her take on the latest earnings season and inflationary pressures in the markets. Lindsey Bell, Ally Invest chief markets and money... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in Chief Investment Officer Magazine
November 09, 2021 - Why the Fed May Raise Rates Sooner Than You Think Current projections say there will be two hikes in the latter part of 2022. OK, so when does the Federal Reserve take its next big step—pumping up short-term rates? The futures... [Continue Reading]
Thornburg Investment Management CEO Jason Brady in FundFire
November 08, 2021 - What is the New Dress Code for Working in the Office? Employees have gotten accustomed to dressing more informally during the pandemic. And as workers return to offices, some companies have decided to loosen long-established dress codes. (Behind a paywall)... [Continue Reading]
Thornburg Investment Management Portfolio Manager Lon Erickson in The Bond Buyer
November 05, 2021 - Muni curve flattens, UST steepens and inflows tick up Municipals were stronger Thursday out longer, while U.S. Treasuries rallied, larger on the shorter end, and Refinitiv Lipper reported $600 million of inflows, the most since mid-September, signaling the fund complex... [Continue Reading]
ETF Managers Group Director of ETF Sales Stephen Gardner in Citywire Professional Buyer
November 04, 2021 - ‘There will be more pandemics’: ETFs capitalizing on Covid look ahead Last summer, four ETF makers took different tacks toward packaging funds that could benefit from Covid-19′s social disruption. In the summer of 2020, Covid-19 cases were rising across the... [Continue Reading]
Thornburg Investment Management Portfolio Manager Lon Erickson in Reuters
November 04, 2021 - Analysis: As Fed kicks off taper, some investors seek to dial down risk NEW YORK, Nov 4 (Reuters) – The Fed’s well-telegraphed taper announcement has done little to soothe the nerves of some investors, who remain on edge about stubbornly... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty on TD Ameritrade Network
November 03, 2021 - The Outlook For Bonds Ahead Of FOMC Decision Fed tapering adds another headwind to economic challenges we will face in 2022, says Bryce Doty, Senior Vice President and Senior Portfolio Manager at Sit Fixed Income. He discusses the FOMC meeting,... [Continue Reading]
Mahoney Asset Management CEO Ken Mahoney on Fox Business Network ‘Mornings with Maria’
November 03, 2021 - US economy will normalize if Fed raises rates next year: Market expert Nov. 03, 2021 – 3:54 – Mahoney Asset Management CEO Ken Mahoney weighs in on the ‘great’ earnings season and the Federal Reserve’s expected moves. Watch Ken here.... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in Reuters
November 02, 2021 - Investors look to U.S. inflation measures, eye bond gyrations as taper looms NEW YORK (Reuters) – Investors are watching everything from bond volatility to inflation measures as they try to gauge how an expected unwind of the U.S. Federal Reserve’s... [Continue Reading]
Thornburg Investment Management Portfolio Manager Lon Erickson in Reuters
November 02, 2021 - Analysis: With Fed taper expected, investors brace for rate hikes on horizon Nov 2 (Reuters) – As the U.S. Federal Reserve gears up to taper its huge asset purchases, investors reeling from gyrations in the bond market are scanning the... [Continue Reading]
ETF Managers Group Shipping Industry Expert John Kartsonas in Business Insurance
November 01, 2021 - Port logjams exacerbate supply chain risks The chocked-up marine supply chain, as illustrated by news photos of ships sitting at ports for long periods waiting to be unloaded, is becoming an issue of increasing concern to the insurance industry. While... [Continue Reading]
Laffer Tengler Investments Chief Investment Officer Nancy Tengler on CNBC ‘Trading Nation’
October 28, 2021 - Trading Nation: Two traders debate which chip stocks you need to buy Nancy Tengler of Laffer Tengler Investments and Quint Tatro of Joule Financial discuss which semiconductor stocks they’re interested in and why with CNBC’s Seema Mody. Watch Nancy here.... [Continue Reading]
Laffer Tengler Investments Chief Investment Officer Nancy Tengler on CNBC ‘Trading Nation’
October 28, 2021 - Trading the cruise lines ahead of Royal Caribbean’s earnings report Nancy Tengler of Laffer Tengler Investments and Quint Tatro of Joule Financial trade the cruise lines after a rough month for the group. With CNBC’s Seema Mody. Watch Nancy here.... [Continue Reading]
GenTrust Head of Alternative Investments Eli Cohen in Barron’s Advisor
October 28, 2021 - Why Advisors Are Embracing Alternative Investments Stocks, bonds, and cash, the three traditional pillars of an investment portfolio, are looking a little wobbly lately. Inflation-adjusted yields on cash are negative. Bonds are being squashed by interest-rate fears. And stocks are... [Continue Reading]
TortoiseEcofin Senior Portfolio Manager Rob Thummel in CNN Business
October 28, 2021 - Home heating prices are skyrocketing, and there’s nothing Biden can do about it New York (CNN Business) Americans are already dealing with sticker shock at the grocery store and when filling up at the pump. Next up: Home heating bills. US households... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty in The Bond Buyer
October 27, 2021 - Munis underperform UST rally Municipals were stronger on the backs of a U.S. Treasury rally but underperformed the movements there, pushing ratios on the 10-year near 80% and the 30-year close to 90%. Triple-A benchmark scales were bumped two to... [Continue Reading]
TortoiseEcofin Senior Portfolio Manager Matt Breidert in MarketWatch
October 27, 2021 - Opinion: Coal returns from the dead to power the world as renewables fall short Transitioning to green energy will take time. Meanwhile, governments bring back the dirtiest of fossil fuels. Coal was supposed to be headed to the dust bin of... [Continue Reading]
IPZ Newsletter | Oleynik Extension…Back-to-Back…Team of the Week…UFC Win
October 27, 2021 - Alexey Oleynik Next Fight Announced; Signs Extension with ETF Managers Group | Frank Schwindel Wins Back-to-Back Rookie of the Month Awards | Paul Christensen Named to USL One Team of the Week | Before Win, Andrei Arlovski Says He Continues... [Continue Reading]
TortoiseEcofin Senior Portfolio Manager Rob Thummel in The Irish Independent
October 27, 2021 - High energy prices likely to last into winter as oil hits $85 a barrel The price of oil in the US rose above $85 (€73) a barrel for the first time since 2014, another landmark in a surge in global... [Continue Reading]
Thornburg Investment Management Portfolio Manager Lon Erickson in Reuters
October 27, 2021 - TREASURIES-U.S. yields dip amid rate hike uncertainty; curve steepens NEW YORK, Oct 25 (Reuters) - U.S. Treasury yields slipped on Monday in choppy trading, weighed down by market uncertainty about when the Federal Reserve would tighten monetary policy in the... [Continue Reading]
ETF Managers Group Cannabis Research and Banking Expert Jason Wilson in CityWire Selector
October 25, 2021 - Up in smoke? The highs (and lows) of cannabis’ investment case The decline in related stocks comes following a wave of posivity for the sector. So, has the industry already burnt out or will it find a new spark Cannabis... [Continue Reading]
Thornburg Investment Management Portfolio Manager Sean Sun in Reuters
October 25, 2021 - Nasdaq, S&P 500 fall, dragged by communications services Oct 22 (Reuters) – The S&P 500 and Nasdaq closed lower on Friday as disappointing quarterly reports from Snap Inc (SNAP.N) and Intel Corp (INTC.O) dragged down the communications and technology sectors and investors turned skittish... [Continue Reading]
ETF Managers Group Bond Market Expert Bryce Doty on CNBC ‘The Exchange’
October 21, 2021 - The miners are where you want to be, says Permanent Portfolio’s Michael Cuggino Bryce Doty, senior portfolio manager at SIT Investment Associates, and Michael Cuggino, president and portfolio manager at the Permanent Portfolio family of funds, join The Exchange with... [Continue Reading]